+26.1%
SMCI vs VRSK
-12.9%
+39.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.4% |
| 7D | +1.3% | -5.2% | +6.4% | -3.1% |
| 30D | +6.6% | -2.3% | +8.9% | +4.9% |
| 3M | +25.4% | -2.9% | +28.4% | +25.9% |
| 6M | +26.1% | -12.8% | +38.9% | +12.2% |
| All | +26.1% | -12.9% | +39.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded VRSK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling